A complete list of active advisors currently associated with Sharper & Granite LLC
Warmer can help you find a great advisor at Sharper & Granite LLC or one who fits your needs even better.
Sharper & Granite, LLC provides comprehensive portfolio management to individuals, high-net-worth individuals, trusts and retirement plans and generally charges percentage-of-assets advisory fees for discretionary management. As of December 31, 2025 the firm reported about $366 million in discretionary assets under management and typically requires a negotiable $250,000 account minimum. The firm follows a top-down, asset-allocation approach that emphasizes low-cost, tax-efficient index ETFs and no-load index mutual funds, objective fund scoring, and portfolio construction informed by CAPM and linear programming to estimate efficient-frontier allocations; diversification and limited trading are emphasized. Uncommonly for a team firm of its size, Sharper & Granite permits the use of margin/borrowing in managed accounts (pledging securities as collateral) and discloses the specific risks of margin use, including potential forced sales and interest costs. Operationally, the firm uses third-party systems (Black Diamond) for quarter-end pricing and billing and applies accrued-interest conventions for individual bonds, which can affect reporting and fee calculations. The brochure also discloses a 2007 state review finding that the firm provided advisory services before formal licensure, a disciplinary item prospective clients may wish to review in Item 9.
To learn more about the advisors currently working at Sharper & Granite LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
El Segundo, CA
| 12
| |
El Segundo, CA
| 6
| |
Strongsville, OH
| 3
| |
El Segundo, CA
| 9
|
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